WFP
Wrenne Financial Planning Portfolio holdings
AUM
$246M
1-Year Est. Return
15.43%
This Fund
S&P 500
1 Year Est. Return
+15.43%
AUM
$246M
AUM Growth
+$11.9M
(+5.1%)
Holding
51
Top Buys
| 1 | +$1.92M | |
| 2 | +$1.75M | |
| 3 | +$1.44M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$1.39M |
| 5 |
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$796K |
Top Sells
| 1 | +$420K | |
| 2 | +$356K | |
| 3 | +$273K | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$236K |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$85.6K |
Sector Composition
| 1 | Technology | 2.4% |
| 2 | Financials | 0.46% |
| 3 | Communication Services | 0.25% |
| 4 | Consumer Discretionary | 0.13% |
| 5 | Industrials | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
| $200K | 0.08% |
+1,923
|
|